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Digital Payments & Fintech

Digital payments replace cash and paper with card, account, and wallet transfers, taking a small share of each one. Volume growth compounds quietly, which is why the established networks are so hard to displace.

148 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
7001
SF
Strategent Financial
Virginia
$427K -$52.6K 1 0.25% Reduced
7002
BFA
Ballast Financial Advisors
Pennsylvania
$424K +$10.3K 1 0.38% Increased
7003
CFG
Cassilly Financial Group
Maryland
$424K +$136K 1 0.31% Increased
7004
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$422K +$414K 2 0.01% New
7005
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$421K -$23.5K 1 0.03% Reduced
7006
HWM
Hemming & Wealth Management
Michigan
$420K $0 1 0.26% Maintained
7007
AAG
Avalon Advisory Group
Pennsylvania
$420K $0 1 0.16% Maintained
7008
NWP
Noble Wealth Partners
Colorado
$419K +$414K 1 0.36% New
7009
FF
Fortitude Financial
Washington
$418K $0 1 0.38% Maintained
7010
RAM
Revere Asset Management
Texas
$418K +$20K 1 0.16% Increased
7011
SA
Sacks & Associates
New Jersey
$415K -$15.4K 1 0.28% Reduced
7012
AIA
Aventus Investment Advisors
Florida
$413K -$267 3 0.3% Reduced
7013
HAS
Horizon Advisory Services
New York
$412K $0 1 0.17% Maintained
7014
IAA
Ironsides Asset Advisors
North Carolina
$408K $0 1 0.1% Maintained
7015
APSI
Asset Planning Services Inc
Louisiana
$408K +$286 1 0.17% Increased
7016
S
SharpePoint
Arizona
$407K +$3.15K 1 0.2% Increased
7017
1L
10Elms LLP
Oklahoma
$402K +$243K 3 0.17% Increased
7018
AFA
Amicus Financial Advisors
Texas
$402K -$2.29K 1 0.1% Reduced
7019
MSA
Marathon Strategic Advisors
Pennsylvania
$397K $0 1 0.22% Maintained
7020
ARA
Approach Retirement Advisors
Alabama
$395K +$19.4K 1 0.29% Increased
7021
SF
SageOak Financial
Oklahoma
$394K $0 1 0.26% Maintained
7022
AT
Avenir Tech
Hong Kong
$393K +$283K 2 0.06% Increased
7023
BBWP
Beacon Bridge Wealth Partners
Pennsylvania
$393K -$333K 1 0.11% Reduced
7024
AF
Amara Financial
California
$393K +$286 1 0.23% Increased
7025
HA
Hanover Advisors
South Carolina
$392K -$354K 1 0.14% Reduced